MCDANIELBRA 04/06/2021

1040 Department of the Treasury—Internal Revenue Service (99)

2020
Form

U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only–Do not write or staple in this space.
Filing Status Single X
Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child's name if the qualifying
one box.
person is a child but not your dependent.
Your first name and middle initial Last name Your social security number
BRANDEN A MCDANIEL 442-98-6100
If joint return, spouse's first name and middle initial Last name Spouse's social security number
LINDSAY B MCDANIEL 637-20-7797
Home address (number and street). If you have a P.O box, see instructions. Apt. no. Presidential Election Campaign
Check here if you, or your
1239 W RANCHO DRIVE spouse if filing jointly, want $3
City, town or post office .If you have a foreign address, also complete spaces below. State ZIP code to go to this fund.Checking a
box below will not change
MUSTANG OK 73064 your tax or refund.
Foreign country name Foreign province/state/county Foreign postal code
You Spouse

At anytime during 2020, did you receive, sell, send, exchange, or otherwise acquire financial interest in any virtual currency? Yes X No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4)  if qualifies for (see instructions):
number to you
(1) First name Last name Child tax credit Credit for other dependents
If more
than four CALLEN W MCDANIEL 732-21-2376 Son X
dependents,
see instructions COOPER W MCDANIEL 884-11-0523 Son X
and check
here

Attach
1Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 68,240
Sch.B if
2a
Tax-exempt interest . 2a b Taxable interest . . . . . . . . . . . . . . . . . . . . . . . . . 2b 40
required.
3a
Qualified dividends . . 3a b Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . 3b 106
4a
IRA distributions . . . . . 4a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
5a Pensions and annuities 5a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . 5b
6a Soc. sec. ben. ....... 6a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . 6b
Standard
Deduction for – 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here ............................... 7
• Single or
Married filing
8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 39,818
separately, 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 108,204
$12,400
• Married filing 10 Adjustments to income:
jointly or
Qualifying
a From Schedule 1, line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a 2,813
widow(er), b Charitable contributions if you take the standard deduction. See instructions 10b 50
$24,800
• Head of
c Add line 10a and 10b. These are your total adjustments to income ................................. 10c 2,863
household,
$18,650
11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 105,341
• If you checked 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 24,800
any box under
Standard
13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 7,401
Deduction,
see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 32,201
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 73,140
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)

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MCDANIELBRA 04/06/2021

Form 1040 (2020) BRANDEN A & LINDSAY B MCDANIEL 442-98-6100 Page 2

16 Tax (see instructions). Check if any from Form(s):1 8814 2 4972
3 ......................................................................................... 16 8,380
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 8,380
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 4,000
20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 1,200
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 5,200
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 3,180
23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 5,626
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 8,806
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a 4,309
b Form(s) 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25d 4,309
• If you have a
26 2020 estimated tax payments and amount applied from 2019 return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 7,500
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
attach Sch. EIC.
28 Additional child tax credit. Attach Schedule 8812 . . . . . . . . . . . . . . . . 28
• If you have
nontaxable 29 American opportunity credit from Form 8863, line 8 . . . . . . . . . . . . . 29
combat pay, see
instructions. 30 Recovery rebate credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . 30 0
31 Amount from Schedule 3, line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
32 Add lines 27 through 31. These are your total other payments and refundable credits . . . 32
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 11,809
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . . . 34 3,003
Direct deposit? 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . . 35a 3,003
See instructions b Routing number 303085476 c Type: X Checking Savings
d Account number 0004959302
36 Amount of line 34 you want applied to your 2021 estimated tax 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
For details on 2020. See Schedule 3, line 12e, and its instructions for details.
how to pay, see
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes. Complete below. No
Designee’s Phone Personal identification number
name Gary D. Davis no. 817-605-7277 (PIN) 11304
Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here If the IRS sent you an Identity
Your signature Date Your occupation Protection PIN, enter it here
Joint return?
(see inst.)
See instructions. SALES REPRESENTATIVE
Keep a copy for If the IRS sent your spouse an
Spouse's signature. If a joint return, both must sign. Date Spouse's occupation Identity Protection PIN, enter it here
your records.
(see inst.)
DIVISION ORDER TECHNICIAN
Phone no. Email address
Preparer's name Preparer's signature Date PTIN Check if:

Paid Gary D. Davis Gary D. Davis 04/06/21 P01274278 Self-employed

Preparer Firm's name Gary D. Davis, CPA, PC Phone no. 817-605-7277

Use Only 6400 Pleasant Run Rd
Firm's address Colleyville TX 76034 Firm's EIN 75-2948825
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2020)

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MCDANIELBRA 04/06/2021

SCHEDULE 1 Additional Income and Adjustments to Income OMB No. 1545-0074

(Form 1040)
Department of the Treasury Attach to Form 1040,1040-SR, or 1040-NR.
2020
Attachment
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040,1040-SR, or 1040-NR Your social security number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions) .........................................
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 39,818
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . . . . . . . . . . . . . . . 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income. List type and amount ........................................................................
. . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Combine lines 1 through 8. Enter here and on Form 1040, 1040-SR, or 1040-NR, . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 39,818
Part II Adjustments to Income
10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Certain business expenses of reservists, performing artists, and fee-basis government
officials. Attach Form 2106 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 2,813
15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18a
b Recipient's SSN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Date of original divorce or separation agreement (see instructions) .........................................
19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Tuition and fees deduction. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Add lines 10 through 21. These are your adjustments to income. Enter here and
on Form 1040, 1040-SR, or 1040-NR, line 10a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 2,813
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2020

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MCDANIELBRA 04/06/2021

SCHEDULE 2 Additional Taxes OMB No. 1545-0074

(Form 1040)
Department of the Treasury
Attach to Form 1040 or 1040-SR, or 1040-NR.
Attachment
2020
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02
Name(s) shown on Form 1040 or 1040-SR, or 1040-NR Your social security number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
Part I Tax
1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Add lines 1 and 2. Enter here and include on Form 1040 or 1040-SR, or 1040-NR, line 17 . . . . . . . . . . . . . . . . . . . . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5,626
5 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored
accounts. Attach Form 5329 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7a Household employment taxes. Attach Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a
b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if
required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b

8 Taxes from: a Form 8959 b Form 8960

c Instructions; enter code(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Section 965 net tax liability installment from Form 965-A . . . . . . . . . . . . . . . . . . . . . . 9
10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form
1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 5,626
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040) 2020

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MCDANIELBRA 04/06/2021

SCHEDULE 3 Additional Credits and Payments OMB No. 1545-0074

(Form 1040)
Department of the Treasury
Attach to Form 1040 or 1040-SR, or 1040-NR.
2020
Attachment
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 03
Name(s) shown on Form 1040 ,1040-SR, or 1040-NR Your social security number

BRANDEN A & LINDSAY B MCDANIEL 442-98-6100

Part I Nonrefundable Credits
1 Foreign tax credit. Attached Form 1116 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Credit for child and dependent care expenses. Attach Form 2441 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1,200
3 Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Other credits from Form: a 3800 b 8801 c 6
7 Add lines 1 through 6. Enter here and include on Form 1040, 1040-SR, or 1040-NR, line 20 . . . . . . . . . . . . . . . . . . . . . 7 1,200
Part II Other Payments and Refundable Credits
8 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Amount paid with request for extension to file (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Other payments or refundable credits:
a Form 2439 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a
b Qualified sick and family leave credits from Schedule(s) H and
Form(s) 7202 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b
c Health coverage tax credit from Form 8885 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12c
d Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12d
e Deferral for certain Schedule H or SE filers (see instructions) . . . . . . . . . . . . . . . . . . . . . 12e
f Add lines 12a through 12e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12f
13 Add lines 8 through 12f. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 3 (Form 1040) 2020

DAA
MCDANIELBRA 04/06/2021

SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

(Form 1040)
Department of the Treasury
(Sole Proprietorship)
Go to www.irs.gov/ScheduleC for instructions and the latest information.
2020
Attachment
Internal Revenue Service (99) Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships generally must file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)
LINDSAY B MCDANIEL 637-20-7797
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
ADMINISTRATION 561900
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
LBPM LLC 84-3681080
E Business address (including suite or room no.) . . . . 1239
. . . . . . . . . . .W
. . . .RANCHO
. . . . . . . . . . . . . . .DRIVE
.................................................................
City, town or post office, state, and ZIP code MUSTANG OK 73064
F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) .....................................................
G Did you “materially participate” in the operation of this business during 2020? If “No,” see instructions for limit on losses . . . . . X Yes No
H If you started or acquired this business during 2020, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
I Did you make any payments in 2020 that would require you to file Form(s) 1099? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No
J If "Yes," did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 40,325
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 40,325
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 40,325
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 40,325
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . . . . . . . . . . . . . . . . . 8 18 Office expense (see instructions) . . . . . 18
9 Car and truck expenses (see 19 Pension and profit-sharing plans . . . . . . 19
instructions) . . . . . . . . . . . . . . . . . . . . 9 207 20 Rent or lease (see instructions):
10 Commissions and fees . . . . . . . . . 10 a Vehicles, machinery, and equipment . . 20a
11 Contract labor (see instructions) .... 11 b Other business property . . . . . . . . . . . . . . 20b
12 Depletion . . . . . . . . . . . . . . . . . . . . . . . 12 21 Repairs and maintenance . . . . . . . . . . . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . . . . . . 22
expense deduction (not 23 Taxes and licenses . . . . . . . . . . . . . . . . . . . 23
included in Part III) (see
instructions) . . . . . . . . . . . . . . . . . . . . 13 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
(other than on line 19) . . . . . . . . . . 14 b Deductible meals (see
15 Insurance (other than health) . . . 15 instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . 24b
16 Interest (see instructions): 25 Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
a Mortgage (paid to banks, etc.) . . 16a 26 Wages (less employment credits) . . . . . 26
b Other . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b
27a Other expenses (from line 48) . . . . . . . . . 27a 200
17 Legal and professional services . 17 100 b Reserved for future use . . . . . . . . . . . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . . . . 28 507
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 39,818
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: enter the total square footage of: (a) your home:
and (b) the part of your home used for business: . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3 and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. 31 39,818
• If a loss, you must go to line 32.
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3 and on Schedule 32a All investment is at risk.
SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and trusts, enter on 32b Some investment is not
Form 1041, line 3. at risk.

• If you checked 32b, you must attach Form 6198. Your loss may be limited.
For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2020
DAA
MCDANIELBRA 04/06/2021

LINDSAY B MCDANIEL 637-20-7797

Schedule C (Form 1040) 2020 ADMINISTRATION Page 2
Part III Cost of Goods Sold (see instructions)
33 Method(s) used to
value closing inventory: a X Cost b Lower of cost or market c Other (attach explanation)

34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If "Yes," attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No

35 Inventory at beginning of year. If different from last year's closing inventory, attach explanation ................................ 35

36 Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

37 Cost of labor. Do not include any amounts paid to yourself ........................................................ 37

38 Materials and supplies ............................................................................................ 38

39 Other costs ....................................................................................................... 39

40 Add lines 35 through 39 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

41 Inventory at end of year ........................................................................................... 41

42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 ............................ 42
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9
and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must
file Form 4562.

43 When did you place your vehicle in service for business purposes? (month, day, year) 01/01/20
..........................

44 Of the total number of miles you drove your vehicle during 2020, enter the number of miles you used your vehicle for:

a Business ............... 360 b Commuting (see instructions) ............... c Other 11,890

.................

45 Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes No
46 Do you (or your spouse) have another vehicle available for personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes No
47a Do you have evidence to support your deduction? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes No
b If "Yes," is the evidence written? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes No
Part V Other Expenses. List below business expenses not included on lines 8-26 or line 30.
. . BANK
. . . . . . . . . . .FEES
. . . . . . . . . .&. . . . CHECKS
.................................................................................................... 50
. . . . . . . . . . . . . . . . . . . . . . . . . INTERNET
COMPUTER & ...................................................................................................... 150
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................

48 Total other expenses. Enter here and on line 27a ............................................................... 48 200
DAA Schedule C (Form 1040) 2020
MCDANIELBRA 04/06/2021

SCHEDULE SE Self-Employment Tax OMB No. 1545-0074

(Form 1040)
Department of the Treasury
Go to www.irs.gov/ScheduleSE for instructions and the latest information. 2020
Attachment
Internal Revenue Service (99) Attach to Form 1040, 1040-SR, or 1040-NR. Sequence No. 17
Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person
LINDSAY B MCDANIEL with self-employment income 637-20-7797
Part I Self-Employment Tax
Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income
and the definition of church employee income.
A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had
$400 or more of other net earnings from self-employment, check here and continue with Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions.
1a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065),
box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AH . . . . . 1b ( )
Skip line 2 if you use the nonfarm optional method in Part II. See instructions.
2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than
farming). See instructions for other income to report or if you are a minister or member of a religious order ........ 2 39,818
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 39,818
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . . . . . . . . . . . . . . . . 4a 36,772
Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.
b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
c Combine lines 4a and 4b. If less than $400, stop; you don't owe self-employment tax. Exception: If
less than $400 and you had church employee income, enter -0- and continue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c 36,772
5a Enter your church employee income from Form W-2. See instructions for
definition of church employee income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a
b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b 0
6 Add lines 4c and 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 36,772
7 Maximum amount of combined wages and self-employment earnings subject to social security tax or
the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 137,700
8a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2)
and railroad retirement (tier 1) compensation. If $137,700 or more, skip lines
8b through 10, and go to line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 25,801
b Unreported tips subject to social security tax from Form 4137, line 10 . . . . . . . . . . . . . 8b
c Wages subject to social security tax from Form 8919, line 10 . . . . . . . . . . . . . . . . . . . . . . 8c
d Add lines 8a, 8b, and 8c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d 25,801
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 . . . . . . . . . . . . . . . . . . . . . 9 111,899
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 4,560
11 Multiply line 6 by 2.9% (0.029) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 1,066
12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4 ................. 12 5,626
13 Deduction for one-half of self-employment tax.
Multiply line 12 by 50% (0.50). Enter the result here and on Schedule 1 (Form 1040),
line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 2,813
Part II Optional Methods To Figure Net Earnings (see instructions)
Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn't more than
$8,460, or (b) your net farm profits2 were less than $6,107.
14 Maximum income for optional methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 5,640
15 Enter the smaller of: two-thirds (2/3) of gross farm income1 (not less than zero) or $5,640. Also include
this amount on line 4b above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $6,107
4
and also less than 72.189% of your gross nonfarm income, and (b) you had net earnings from self-employment
of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times.
16 Subtract line 15 from line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on
line 16. Also, include this amount on line 4b above ................................................................ 17
1 From Sch. F, line 9; and Sch. K-1 (Form 1065), box 14, code B. 3 From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A.
2 4
From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A — minus the amount From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C.
you would have entered on line 1b had you not used the optional method.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2020
DAA
MCDANIELBRA 04/06/2021

Child and Dependent Care Expenses

Form 2441 1040
1040-SR
⊳
OMB No. 1545-0074

Attach to Form 1040, 1040-SR, or Form 1040-NR.

Go to www.irs.gov/Form2441 for instructions and the
........
1040-NR 2020
Department of the Treasury 2441 Attachment
Internal Revenue Service (99) latest information. Sequence No. 21
Name(s) shown on return Your social security number

BRANDEN A & LINDSAY B MCDANIEL 442-98-6100

You cannot claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the
requirements listed in the instructions under "Married Persons Filing Separately." If you meet these requirements, check this box.
Part I Persons or Organizations Who Provided the Care –You must complete this part.
(If you have more than two care providers, see the instructions.)
1 (a) Care provider's (b) Address (c) Identifying number (d) Amount paid
name (number, street, apt. no., city, state, and ZIP code) (SSN or EIN) (see instructions)

1120 W STATE HWY 152

. ..................................................
BRIDGE KIDS LEARNING CENTER MUSTANG, OK 73064 83-0434611 11,070
. ..................................................

Did you receive No Complete only Part II below.

dependent care benefits? Yes Complete Part III on the back next.
Caution: If the care was provided in your home, you may owe employment taxes. For details, see the instructions for Schedule 2
(Form 1040), line 7a.
Part II Credit for Child and Dependent Care Expenses
2 Information about your qualifying person(s). If you have more than two qualifying persons, see the instructions.
(a) Qualifying person's name (b) Qualifying person's social
(c) Qualified expenses you
incurred and paid in 2020 for the
First Last security number person listed in column (a)

CALLEN W MCDANIEL 732-21-2376 5,535

COOPER W MCDANIEL 884-11-0523 5,535
3 Add the amounts in column (c) of line 2. Don't enter more than $3,000 for one qualifying person
or $6,000 for two or more persons. If you completed Part III, enter the amount from line 31 . . . . . . . . . . . . . . . . . . . . . . . . . 3 6,000
4 Enter your earned income. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 42,439
5 If married filing jointly, enter your spouse's earned income (if you or your spouse was a student
or was disabled, see the instructions); all others, enter the amount from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 62,806
6 Enter the smallest of line 3, 4, or 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6,000
7 Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11 . . . . . . . . . . . . . . . . . . 7 105,341
8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7.
If line 7 is: If line 7 is:
But not Decimal But not Decimal
Over over amount is Over over amount is
$0 – 15,000 .35 $29,000 – 31,000 .27
15,000 – 17,000 .34 31,000 – 33,000 .26
17,000 – 19,000 .33 33,000 – 35,000 .25 8 .20
19,000 – 21,000 .32 35,000 – 37,000 .24
21,000 – 23,000 .31 37,000 – 39,000 .23
23,000 – 25,000 .30 39,000 – 41,000 .22
25,000 – 27,000 .29 41,000 – 43,000 .21
27,000 – 29,000 .28 43,000 – No limit .20
9 Multiply line 6 by the decimal amount on line 8. If you paid 2019 expenses in 2020, see the
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 1,200
10 Tax liability limit. Enter the amount from the Credit Limit Worksheet
in the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 8,380
11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and
on Schedule 3 (Form 1040), line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 1,200
For Paperwork Reduction Act Notice, see your tax return instructions. Form 2441 (2020)

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MCDANIELBRA 04/06/2021

Form 8995 Qualified Business Income Deduction OMB No. 1545-2294

Simplified Computation 2020

Department of the Treasury Attach to your tax return. Attachment
Internal Revenue Service Go to www.irs.gov/Form8995 for instructions and the latest information. Sequence No.55
Name(s) shown on return Your taxpayer identification number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $163,300 ($326,600 if married
filing jointly), and you aren't a patron of an agricultural or horticultural cooperative.
1 (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business
identification number income or (loss)

i LBPM LLC 84-3681080 37,005

ii

iii

iv

2 Total qualified business income or (loss). Combine lines 1i through 1v,

column (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 37,005
3 Qualified business net (loss) carryforward from the prior year . . . . . . . . . . . . . . . . . . . 3 ( )
4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- . 4 37,005
5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 7,401
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior
year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 0
9 REIT and PTP component. Multiply line 8 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 7,401
11 Taxable income before qualified business income deduction . . . . . . . . . . . . . . . . . . . . 11 80,541
12 Net capital gain (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 80,541
14 Income limitation. Multiply line 13 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 16,108
15 Qualified business income deduction. Enter the lesser of line 10 or line 14. Also enter this amount on
the applicable line of your return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 7,401
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . . . . . . . . . . . . . . 16 ( 0)
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ( )
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2020)

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MCDANIELBRA 04/06/2021

Form 8867 Paid Preparer’s Due Diligence Checklist

Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC),
OMB No. 1545-0074

Department of the Treasury

Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and
Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status
To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Attachment
2020
Internal Revenue Service Go to www.irs.gov/Form8867 for instructions and the latest information. Sequence No. 70
Taxpayer name(s) shown on return Taxpayer identification number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
Enter preparer's name and PTIN
GARY D DAVIS P01274278
Part I Due Diligence Requirements
Please check the appropriate box for the credit(s) and/or HOH filing status claimed on the return and complete the related Parts I-V
for the benefit(s) claimed (check all that apply). EIC X CTC/ACTC/ODC AOTC HOH
1 Did you complete the return based on information for tax year 2020 provided by the taxpayer or Yes No N/A
reasonably obtained by you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
2 If credits are claimed on the return, did you complete the applicable EIC and/or CTC/ACTC/ODC
worksheets found in the Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS instructions, and/or the
AOTC worksheet found in the Form 8863 instructions, or your own worksheet(s) that provides the same
information, and all related forms and schedules for each credit claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
3 Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of
the following.
 Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to
determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status.
 Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of any credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
4 Did any information provided by the taxpayer or a third party for use in preparing the return, or
information reasonably known to you, appear to be incorrect, incomplete, or inconsistent? (If "Yes,"
answer questions 4a and 4b. If "No," go to question 5.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
a Did you make reasonable inquiries to determine the correct, complete, and consistent information? . . . . . . . .
b Did you contemporaneously document your inquiries? (Documentation should include the questions
you asked, whom you asked, when you asked, the information that was provided, and the impact the
information had on your preparation of the return.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5 Did you satisfy the record retention requirement? To meet the record retention requirement, you must
keep a copy of your documentation referenced in 4b, a copy of this Form 8867, a copy of any
applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form
8867 and any applicable worksheet(s) was obtained, and a copy of any document(s) provided by the
taxpayer that you relied on to determine eligibility for the credit(s) and/or HOH filing status or to figure
the amount(s) of the credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
List those documents provided by the taxpayer, if any, that you relied on:
Child care provider records

6 Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? . . . . . . . . . . . . . . X
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a Did you complete the required recertification Form 8862? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (2020)

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MCDANIELBRA 04/06/2021

BRANDEN A & LINDSAY B MCDANIEL 442-98-6100

Form 8867 (2020) Page 2
Part II Due Diligence Questions for Returns Claiming EIC (If the return does not claim EIC, go to Part III.)
9a Have you determined that the taxpayer is eligible to claim the EIC for the number of qualifying children Yes No N/A
claimed, or is eligible to claim the EIC without a qualifying child? (If the taxpayer is claiming the EIC
and does not have a qualifying child, go to question 10.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did you ask the taxpayer if the child lived with the taxpayer for over half of the year, even if the taxpayer
has supported the child the entire year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Did you explain to the taxpayer the rules about claiming the EIC when a child is the qualifying child of
more than one person (tiebreaker rules)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part III Due Diligence Questions for Returns Claiming CTC/ACTC/ODC (If the return does not claim CTC, ACTC,
or ODC, go to Part IV.)
10 Have you determined that each qualifying person for the CTC/ACTC/ODC is the taxpayer's dependent who is Yes No N/A
a citizen, national, or resident of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
11 Did you explain to the taxpayer that he/she may not claim the CTC/ACTC if the taxpayer has not lived
with the child for over half of the year, even if the taxpayer has supported the child, unless the child's
custodial parent has released a claim to exemption for the child? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
12 Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Part IV Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Part V.)
13 Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified Yes No
tuition and related expenses for the claimed AOTC? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part V Due Diligence Questions for Claiming HOH (If the return does not claim HOH filing status, go to Part VI.)
14 Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year Yes No
and provided more than half of the cost of keeping up a home for the year for a qualifying person? . . . . . . . . . . . . . . . . . .
Part VI Eligibility Certification
You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
A. Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer's responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of the credit(s);
B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
C. Submit Form 8867 in the manner required; and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. A copy of this Form 8867.
2. The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
3. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer's eligibility for the
credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
4. A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
5. A record of any additional information you relied upon, including questions you asked and the taxpayer's responses, to
determine the taxpayer's eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
If you have not complied with all due diligence requirements, you may have to pay a $540 penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status.
15 Do you certify that all of the answers on this Form 8867 are, to the best of your knowledge, true, correct, and Yes No
complete? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Form 8867 (2020)

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MCDANIELBRA 04/06/2021

Form 1040 Tax Return Reconciliation Worksheet 2020

Filing Status: 1 Single X 2 Married filing jointly 3 Married filing separately 4 Head of household* 5 Qualifying widow(er)*
MFS spouse name: *Qualifying person that is a child but not a dependent:

Taxpayer first name and initial Last name Taxpayer social security number
BRANDEN A MCDANIEL 442-98-6100
If a joint return, spouse's first name and initial Last name Spouse's social security number
LINDSAY B MCDANIEL 637-20-7797
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign

1239 W RANCHO DRIVE Taxpayer Spouse

City, town or post office, state, and ZIP code.

MUSTANG OK 73064
Foreign country name Foreign province/state/county Foreign postal code

At anytime during 2020, did you receive, sell, send, exchange, or otherwise acquire financial interest in any virtual currency? Yes X No
6a X Taxpayer. If someone can claim you as a dependent, do not check box 6a Boxes checked on 6a and 6b . . . . . . . . . . . 2
b X Spouse Children on 6c who lived with you . . . . . . . 2
Children on 6c who did not live with you . . .
Dependents on 6c not entered above . . . .
Total. Add lines above 4
6c Dependents: (4)  if qualifies for
(1) First name Last name (2) Social security number (3) Relationship to you Child tax credit Other dependents If more than four
CALLEN W MCDANIEL 732-21-2376 Son X dependents,
COOPER W MCDANIEL 884-11-0523 Son X  here

7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 68,240

Income 8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 40
(Schedule 1) b Tax-exempt interest. Do not include on line 8a . . . . . . . . . . . . . . . . 8b
9a Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a 106
b Qualified dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b
10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 39,818
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here ................................. 13
14 Other gains or (losses). Attach Form 4797 ...................................................... 14
15a IRA distributions . . . . . . . . . . . . 15a b Taxable amount . . . . . . . . . . . 15b
16a Pensions and annuities . . . . . 16a b Taxable amount . . . . . . . . . . . 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . 17
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20a Social security benefits . . . . . . . . 20a b Taxable amount . . . . . . . . . . . 20b
21 Other income. List type and amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Combine the amounts in the far right column for lines 7 through 21. This is your total income 22 108,204
23 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Adjusted 24 Certain business expenses of reservists, performing artists, and
Gross fee-basis government officials. Attach Form 2106 or 2106-EZ . . . 24
Income 25 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . 25
(Schedule 1) 26 Moving expenses. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
27 Deductible part of self-employment tax. Attach Schedule SE . . . . 27 2,813
28 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . 28
29 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . 29
30 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31a Alimony paid b Recipient's SSN 31a
32 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
34 Tuition and fees. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
35 Charitable contributions if you take the standard deduction . . . . . . 35 50
36 Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 2,863
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . 37 105,341
MCDANIELBRA 04/06/2021

Form 1040 Tax Return Reconciliation Worksheet, Page 2 2020

Name BRANDEN A & LINDSAY B MCDANIEL Tp TIN 442-98-6100
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 105,341
Tax and 39a Check You were born before January 2,1956,
Credits
(Schedules 2, 3)
if: {
Spouse was born before January 2,1956,
Blind.
Blind.
Total boxes
checked } 39a
b If your spouse itemizes on a separate return or you were a dual-status alien, check here 39b
Standard
Deduction 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . . . . . . . 40 24,800
for— 41 Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 80,541
• People who
check any
42 Qualified business income deduction (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 7,401
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 73,140
39a or 39b or
who can be 44 Tax (see instr.). Check if any from: a Form(s) b
8814
Form c
4972 . ...................... 44 8,380
claimed as a 45 Alternative minimum tax (see instructions). Attach Form 6251 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
dependent,
see 46 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
instructions.
• All others:
47 Add lines 44, 45, and 46 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 8,380
Single or 48 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . . . . 48
Married filing
separately, 49 Credit for child and dependent care expenses. Attach Form 2441 . 49 1,200
$12,400 50 50
Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . . . .
Married filing
jointly or 51 Retirement savings contributions credit. Attach Form 8880 . . . . . . . 51
Qualifying
widow(er), 52 Child tax credit/credit for other dependents . . . . . . . . . . . . . . . . . . . . . . . 52 4,000
$24,800 53 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . 53
Head of
household, 54 Other credits from Form:a 3800 b 8801 c 54
$18,650
55 Add lines 48 through 54. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 5,200
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . 56 3,180
Other Taxes 57 Self-employment tax. Attach Schedule SE ............................................................ 57 5,626
(Schedule 2) 58 Unreported social security and Medicare tax from Form:a 4137 b 8919 . . . . . . . . . . . 58
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . . . . . . 59
60a Household employment taxes from Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60a
b First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . 60b
61 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 61
62 Section 965 net tax liability installment from Form 965-A . . . . . . . . . . . . . . . 62
63 Add lines 56 through 61. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 8,806
64 Federal income tax withheld from: 64
a Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64a 4,309
b Form(s) 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64b
c Other forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64c
65 2020 estimated tax payments and amount applied from 2019 return . . . . . . 65 7,500
Payments 66a Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66a
(Schedule 3) b Nontaxable combat pay election . 66b
67 Additional child tax credit. Attach Schedule 8812 . . . . . . . . . . . . . . . . . . . 67
68 American opportunity credit from Form 8863, line 8 . . . . . . . . . . . . . 68
69 Recovery rebate credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 0
70 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . 70
71 Amount paid with request for extension to file . . . . . . . . . . . . . . . . . . . 71
72 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . 72
73 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . 73
74 Credits: Form 2439 8885
Sch H & Form 7202 Sch H & SE Filers 74
Other
75 Add lines 64 (a-c), 65, 66a, 67 through 74. These are your total payments 75 11,809
Refund 76 If line 75 is more than line 63, subtract line 63 from line 75. This is the amount you overpaid .... 76 3,003
77a Amount of line 76 you want refunded to you. If Form 8888 is attached, check here . . . . . 77a 3,003
b Routing number 303085476 c Type: X Checking Savings
d Account number 0004959302
78 Amount of line 76 you want applied to your 2021 estimated tax 78
Amount 79 Amount you owe. Subtract line 75 from line 63. For details on how to pay, see instructions . 79
You Owe 80 Estimated tax penalty (see instructions) 80
Int/Pen Date filed Int Fail to file Fail to pay Total

Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? X Yes. Complete below. No 11304
Personal identification no. (PIN)
Designee Designee's Name
Gary D. Davis Phone no. 817-605-7277
Other Info
Taxpayer Daytime phone number Taxpayer: Occupation SALES REPRESENTATIVE IRS Identity Protection PIN
Spouse: Occupation DIVISION ORDER TECHNICIANIRS Identity Protection PIN
Taxpayer Spouse Email address
MCDANIELBRA 04/06/2021

Form 1040 Auto Worksheet 2020

Name Taxpayer Identification Number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ADMINISTRATION
Form/Schedule C Unit number .......... 1
Asset Listing
Number Date Description
Vehicle 1 ............... 2 01/01/20 VEHICLE
Vehicle 2 ...............
Vehicle 3 ...............
Vehicle 4 ...............

General Information Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4

1. Total mileage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,250
2. Business miles ( 57.5 cents per mile) . . . . . . . . . . . . . . . . . 360
3. Commuting mileage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Other mileage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,890
5. Business use percentage . . . . . . . . . . . . . . . . . . . . . . . . . 2.94 % % % %
Actual Expenses
6. Parking fees and tolls . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7 a. Gasoline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b. Oil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c. Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
e. Tires . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
f. Car washes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
g. Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
h. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
i. Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
j. Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
k. Property taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
l. Other vehicle expenses . . . . . . . . . . . . . . . . . . . . . . . . . . .
m. Vehicle rentals (net of inclusion amount) . . . . . . . . . . . . . .
8. Total expenses. Add lines 7a - 7m . . . . . . . . . . . . . . .
9. Business use percentage from line 5 . . . . . . . . . . . . . . 2.94 % % % %
10. Business use portion of actual expenses . . . . . . . . . .
11. Depreciation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12. Total actual expense allowable. Add lines 6, 10 and 11
Standard Mileage Rate Method
13. Business mileage (line 2) multiplied by applicable rate 207
14. Parking fees and tolls from line 6 . . . . . . . . . . . . . . . . .
15. Line 7h and 7k (Int & taxes) multiplied by bus pct (line 5)
16. Standard mileage rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Vehicle expense Vehicle rentals Vehicle depreciation Total allowable deduction

Allowable Deduction 207 207

Page 1 of 1
MCDANIELBRA 04/06/2021

Form 1040 Child Tax Credit and Credit for Other Dependents Worksheets 2020
Name Taxpayer Identification Number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
Child Tax Credit & Credit for Other Dependents Worksheet - Form 1040/1040-SR/1040-NR, Line 19
1. Number of qualifying children under 17 with the required social security number: 2 x $2,000. Enter the result. . . . . . . . . . . . . . 1. 4,000
2. Number of other dependents, including qualifying children who are not under 17 or who do not have the required social security number: x $500. Enter the result. 0 2.
3. Add lines 1 and 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 4,000
4. Enter the amount from Form 1040, 1040-SR, or 1040NR, line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 105,341
5. Enter the total of any exclusion of income from Puerto Rico, and amounts from Form 2555, lines 45 and 50. . . . . . . . . . . . . . . . . . . . 5.
6. Add lines 4 and 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 105,341
7. Enter $400,000 if married filing jointly; $200,000 if single, married filing separately, head of household, or qualifying widow(er) 7. 400,000
8. Is the amount on line 6 more than the amount on line 7?
X No. Leave line 8 blank. Enter -0- on line 9. .......... 8.
Yes. Subtract line 7 from line 6. If the result is not a multiple of $1,000, increase it to the next multiple of $1,000.
9. Multiply the amount on line 8 by 5% (.05). Enter the result. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 0
10. Subtract line 9 from line 3. If zero or less, stop here; you cannot take this credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 4,000
11. Enter the amount from Form 1040, 1040-SR, or Form 1040NR, line 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 8,380
12. Add the amounts from Schedule 3, lines 1, 2, 3 and 4, plus
any amounts from Form 5695, line 30, Form 8910, line 15, Form 8936, line 23, and Schedule R, line 22. Enter the total. . . . . . . . . 12. 1,200
13. Subtract line 12 from line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 7,180
14. Are you claiming any of the following credits?
Mortgage interest credit, Form 8396 Adoption credit, Form 8839 Residential energy efficient property credit, Form 5695, Part I District of Columbia first-time homebuyer credit, Form 8859
X No. Enter-0-.
Yes. If you are filing Form 2555, enter -0-. .................................... 14. 0
Otherwise, enter the amount from Child Tax Credit - Line 14 Worksheet below.
15. Subtract line 14 from line 13. Enter the result. ........................................................................... 15. 7,180
16. Child tax credit and credit for other dependents. If line 10 is more than line 15, enter the amount from line 15, otherwise, enter the amount
from line 10. Enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 4,000
Child Tax Credit - Line 14 Worksheet
Use this worksheet only if you checked "Yes" on line 14 of the Child Tax Credit & Credit for Other Dependents Worksheet above and you are not filing Form 2555.
1. Enter the amount from line 10 of the Child Tax Credit & Credit for Other Dependents Worksheet above. . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Number of qualifying children under age 17 with the required social security number: x $1,400. Enter the result. . . . . . . . . . . . 2.
3. Enter the taxable earned income from the Child Tax Credit Taxable Earned Income Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Is the amount on line 3 more than $2,500?
No. Leave line 4 blank, enter -0- on line 5, and go to line 6. .................................................. 4.
Yes. Subtract $2,500 from the amount on line 3. Enter the result.
5. Multiply the amount on line 4 by 15% (.15) and enter the result. ............................................................ 5.
6. On line 2 of this worksheet, is the amount $4,200 or more?
No.
If line 2 or line 5 above is zero, enter the amount from line 1 above on line 14 of this worksheet. Do not complete the rest of this worksheet.
Instead, go back to the Child Tax Credit & Credit for Other Dependents Worksheet and enter -0- on line 14, and complete lines 15 and 16
If both line 2 and line 5 are more than zero, leave lines 7 through 10 blank, enter -0- on line 11, go to line 12.
Yes. If line 5 above is equal to or more than line 1 above, leave lines 7 through 10 blank, enter -0- on
line 11, and go to line 12 below. Otherwise go to line 7.

7. If your employer withheld or you paid Additional Medicare Tax or Tier 1 RRTA taxes, use the Additional Medicare Tax and RRTA Tax
Worksheet to figure the amount to enter; otherwise enter the total social security and Medicare taxes withheld from your pay (and
your spouse's if filing a joint return). These taxes should be shown in boxes 4 and 6 of your Form(s) W-2. . . . . . . . . . . . . . . . . . . . . . . 7.
8. Enter the total of the amounts from Schedule 1, line 14 and Schedule 2, line 5, plus any taxes identified
with code "UT" on the dotted line next to Schedule 2, line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Add lines 7 and 8. Enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Add the amounts from Form 1040 or 1040-SR, lines 27 and Schedule 3, line 10 or Form 1040NR, Schedule 3, line 10. Enter total. 10.
11. Subtract line 10 from line 9. If the result is zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Enter the larger of line 5 or line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Enter the smaller of line 2 or line 12. 13.
14. Is the amount on line 13 of this worksheet more than the amount on line 1?
No. Subtract line 13 from line 1. Enter the result. ............................................................... 14.
Yes. Enter -0-.
Next, complete Form 8396, Form 8839, Form 5695 (Part I), or Form 8859 where applicable.
15. Enter the total of the amounts from Form 8396, line 9, Form 8839, line 16, Form 5695, line 15 and Form 8859, line 3. Enter this 15.
amount on line 14 of the Child Tax Credit and Credit for Other Dependents Worksheet.
MCDANIELBRA 04/06/2021

Form 1040 Nonrefundable Personal Credit Limitation Worksheet 2020

Name BRANDEN A & LINDSAY B MCDANIEL Taxpayer Identification Number 442-98-6100

Amounts from tax return

a. Regular tax (Form 1040, line 18) . . . . a. 8,380 h. CTC, line 14 wrk, line 14 . . . . . . . . . . h. n. Form 8859, line 3 . . . . . . . . . n.
b. AMT (Form 1040, Schedule 2, line 1) b. i. Child tax cr (Form 1040, line 19) . . . i. 4,000 o. Form 8910, line 15 . . . . . . . . o.
c. Exc adv PTC (Form 1040, Sch 2, ln 2) c. j. Form 5695, line 30 . . . . . . . . . . . . . . . . j. p. Form 8936, line 23 . . . . . . . . p.
d. Foreign tax cr (Form 1040, Sch 3, ln 1) d. k. Form 5695, line 15 . . . . . . . . . . . . . . . . k. q. Form 8834, line 7 . . . . . . . . . q.
e. Child care cr (Form 1040, Sch 3, ln 2) e. 1,200 l. Form 8396, line 9 . . . . . . . . . . . . . . . . . . l. r. Form 3800, line 38 . . . . . . . . r.
f. Education cr (Form 1040, Sch 3, ln 3) f. m. Elderly cr (Sch R, line 22) . . . . . . . . . m. s. Form 8839, line 16 . . . . . . . . . s.
g. Retirement cr (Form 1040, Sch 3, ln 4) g.

Form 2441 Schedule R Form 8880 Form 5695, Part II Form 5695, Part I
1. Total tax available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 8,380
2. Other nonrefundable personal credits allowed . . . . . . . . . . . . . 2.
3. Limitation based on tax liability, line 1 minus line 2 . . . . . . . . . 3. 8,380
4. Amount from line 3 reported on . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.F2441, ln 10
5. Code(s) for tax amount(s) from above . . . . . . . . . . . . . . . . . . . . . 5. a b c
6. Code(s) for credit amount(s) from above . . . . . . . . . . . . . . . . . . 6. d

Form 8910, Part III Form 8911, Part III Form 8936, Part III Form 8396 Form 8839
1. Total tax available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Other nonrefundable personal credits allowed . . . . . . . . . . . . . 2.
3. Limitation based on tax liability, line 1 minus line 2 . . . . . . . . . 3.
4. Amount from line 3 reported on . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Code(s) for tax amount(s) from above . . . . . . . . . . . . . . . . . . . . . 5.
6. Code(s) for credit amount(s) from above . . . . . . . . . . . . . . . . . . 6.

Form 8859 Form 8801

1. Total tax available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Other nonrefundable personal credits allowed . . . . . . . . . . . . . 2.
3. Limitation based on tax liability, line 1 minus line 2 . . . . . . . . . 3.
4. Amount from line 3 reported on . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Code(s) for tax amount(s) from above . . . . . . . . . . . . . . . . . . . . . 5.
6. Code(s) for credit amount(s) from above . . . . . . . . . . . . . . . . . . 6.

Form 8863, Line 19

1. Enter the amount from Form 8863, line 18 . . . . . . . . . . . . . 5. Enter the total of code(s) d, e, and m from above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Enter the amount from Form 8863, line 9 . . . . . . . . . . . . . . 6. Subtract line 5 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. Enter the smaller of line 3 or line 6 here and on Form 8863, line 19 . . . . . . . . . . . .
4. Enter the amount from Form 1040, Schedule 2, line 3 .
MCDANIELBRA 04/06/2021

Schedule C Qualified Business Income Calculation Worksheet 2020

Name Taxpayer Identification Number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
Principle business or profession Form/Schedule Unit
ADMINISTRATION C 1
1. Schedule C, Line 31, Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 39,818
Additions for qualified business income:
2. Form 4797, Ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
Prior suspended losses utilized this year
3. Passive suspended losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. At-Risk suspended losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Section 179 carryover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Total additions to net profit or (loss). Add lines 2 through 5. 6.

Subtractions for qualified business income

7. Form 4797, Ordinary loss (includes share of Net section 1231 losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Deductible portion of self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 2,813
9. Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Total subtraction to net profit or (loss). Add lines 7 through 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 2,813
14. Qualified business income for this activity. Line 1 plus line 6 less line 13. ........................................ 14. 37,005

Beginning of Year End of Year

Carryovers: Pre -2018 After 2017 Allowed loss Pre -2018 After 2017 QBI Portion of
Passive activity: (A) (B) (C) (D) (E) Allowed Losses
Operating
Form 4797, Part II
Section 1231 loss
At-Risk:
Operating
Form 4797, Part II
Section 1231 loss
Section 179
Section 179 - COGS
Other:
Section 179
Section 179 - COGS

Amount to Form 8995, line 3 or Schedule C (Form 8995-A), line 2 qualified business loss carryforward
MCDANIELBRA 04/06/2021

Form 1040 Net Earnings from Self-Employment Worksheet 2020

Name Taxpayer Identification Number

BRANDEN A & LINDSAY B MCDANIEL 442-98-6100

Taxpayer Spouse

Farm profit or (loss)

Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Farm Partnerships - Schedule K-1, box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Auto expense from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Amortization from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Depreciation & Section 179 from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Depletion from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Other expenses from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Home office expenses from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Unreimbursed partnership expenses from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Debt financed acquisition interest from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Farm adjustment to SE Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Net farm profit or (loss) - Schedule SE line 1a 0 0
Conservation Reserve Program payments to social security/disability benefit recipients
included on Sch F, ln 4b or listed on Sch K-1 (Form 1065), box 20, code AH- Sch SE line( 1b 0) ( 0)
Nonfarm profit or (loss)
Schedule C (excluding minister Schedule C income reported below) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39,818
Nonfarm partnerships - Schedule K-1, box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Auto expense from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Amortization from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Depreciation & section 179 from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Depletion from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Other expenses from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Home office expenses from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Unreimbursed partnership expenses from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . ( ) ( )
Debt financed acquisition interest from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Nonfarm adjustment to SE income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Self-employment income reported as other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Self-employment income from contracts and straddles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Minister/clergy self-employment income (from Clergy Worksheet Page 3, line 7) . . . . . . . . . . . . . .
Net nonfarm profit or (loss) - Schedule SE line 2 0 39,818
Other income items subject to and/or exempt from self-employment tax
Fees received for services performed as a notary public . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Earnings while debtor in a chapter 11 bankruptcy case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Taxable community property income/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exempt community property income/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Net adjustment included on Schedule SE, line 3 0 0

Net profit (loss) from self-employment activities - Schedule SE line 3 0 39,818

Church employee income - Schedule SE, Page 1 line 5a
MCDANIELBRA MCDANIEL, BRANDEN A & LINDSAY B 4/6/2021
442-98-6100 Federal Statements

Form 1040, Dividend Income

Payer
Ordinary Qualified Section 199A
Dividends Dividends Dividends
TD AMERITRADE
$ 106 $ $

Total
$ 106 $ $
MCDANIELBRA MCDANIEL, BRANDEN A & LINDSAY B 4/6/2021
442-98-6100 Federal Statements

Form 2441, Line 4 - Taxpayer's Earned Income

Description Amount
Wages $ 42,439
Total $ 42,439

Form 2441, Line 5 - Spouse's Earned Income

Description Amount
Wages $ 25,801
1/2 self-employment tax -2,813
Self-employment income/loss from Schedule C 39,818
Total $ 62,806
MCDANIELBRA MCDANIEL, BRANDEN A & LINDSAY B 4/6/2021
442-98-6100 Federal Statements

RUSH ADMINISTRATIVE SERVICES

Form W-2, Box 12
Description Amount
Section 401(k) contributions $ 2,858
Cost of employer-sponsored health coverage 22,522
Total $ 25,380
 MCDANIELBRA MCDANIEL, BRANDEN A & LINDSAY B 04/06/2021
442-98-6100 Federal Asset Report
FYE: 12/31/2020 ADMINISTRATION

Date Bus Sec Basis

Asset Description In Service Cost % 179Bonus for Depr PerConv Meth Prior Current

Prior MACRS:
1 LAPTOP & ACCESSORIES 12/26/19 920 X 0 5 MQ200DB 920 0
920 0 920 0

Listed Property:
2 VEHICLE 1/01/20 0 2.94 0 0 HY 0 0
0 0 0 0

Grand Totals 920 0 920 0

Less: Dispositions and Transfers 0 0 0 0
Less: Start-up/Org Expense 0 0 0 0
Net Grand Totals 920 0 920 0
MCDANIELBRA MCDANIEL, BRANDEN A & LINDSAY B 04/06/2021
442-98-6100 Bonus Depreciation Report
FYE: 12/31/2020 ADMINISTRATION

Date In Tax Bus Tax Sec Current Prior Tax - Basis

Asset Property Description Service Cost Pct 179 Exp Bonus Bonus for Depr
1 LAPTOP & ACCESSORIES 12/26/19 920 0 0 920 0

Grand Total 920 0 0 920 0

MCDANIELBRA 04/06/2021

Form 1040 Salaries & Wages Report 2020

Name Taxpayer Identification Number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
T/S Employer Federal Wages Federal Withheld Soc Sec Wages
A S DEVON ENERGY PRODUCTION CO LP 9,389 846 9,389
B T RUSH ADMINISTRATIVE SERVICES 42,439 2,860 45,296
C S MUSTANG DEVELOPERS ASSOCIATION I 16,412 603 16,412
D
E
F
G
H
I
J
K
L
M

Taxpayer 42,439 2,860 45,296

Spouse 25,801 1,449 25,801
Totals 68,240 4,309 71,097

Soc Sec Withheld Medicare Wages Medicare Withheld Soc Sec Tips Allocated Tips Dep Care Ben Other, Box 14
A 582 9,389 136
B 2,808 45,296 657
C 1,018 16,412 238
D
E
F
G
H
I
J
K
L
M

Taxpayer 2,808 45,296 657

Spouse 1,600 25,801 374
Totals 4,408 71,097 1,031
State State Wages State Withheld Name of Locality Local Wages Local Withheld
A OK 9,389 317
B OK 42,439 1,137
C OK 16,412 170
D
E
F
G
H
I
J
K
L
M

Taxpayer 42,439 1,137

Spouse 25,801 487
Totals 68,240 1,624
MCDANIELBRA 04/06/2021

Form 1040 Two Year Comparison Report - Page 1 2019 & 2020
Name Taxpayer Identification Number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
2019 2020 Differences
Filing Status MFJ MFJ
Dependents 2 2
1. Salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 123,044 68,240 -54,804
2. Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 29 40 11
3. Tax exempt interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 123 106 -17
5. Qualified dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Taxable state/local refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
I 8. Business income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 3,151 39,818 36,667
n 9. Capital gain/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
c 10. Other gains/losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
o 11. Taxable IRA distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
m 12. Taxable pensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
e 13. Rent and royalty income including farm rental . . . . . . . . . . . . . 13.
14. Partnership/S corp income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
15. Estate or trust income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Farm income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 1,040 -1,040
18. Taxable social security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 127,387 108,204 -19,183
A 21. Moving expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
d 22. Deductible part of self-employment tax . . . . . . . . . . . . . . . . . . . . 22. 223 2,813 2,590
j
u 23. SEP/SIMPLE/Qualified plans deductions . . . . . . . . . . . . . . . . . . 23.
s 24. SE health insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
t 25. Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . 25.
m
26. Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
e
n 27. IRA deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
t 28. Student loan interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
s 29. Other adjustments (incl charitable contrib w/std ded) . . . . . . . . . 29. 50 50
30. Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 127,164 105,341 -21,823
31. Medical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.
D 32. Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32. 7,764 5,634 -2,130
e 33. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 8,371 7,483 -888
d 34. Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34. 1,300 550 -750
u 35. Casualty losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
c 36. Miscellaneous expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36.
t 37. Allowable itemized deductions . . . . . . . . . . . . . . . . . . . . . . . . . 37. 17,435 13,667 -3,768
i 38. Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38. 24,400 24,800 400
o Standard Standard
n 39. Deduction taken . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39. 24,400 24,800 400
s 40. Taxable income before Qual Bus Inc Ded (QBID) . . . . . . . . . 40. 102,764 80,541 -22,223
41. QBID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41. 591 7,401 6,810
42. Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42. 102,173 73,140 -29,033
MCDANIELBRA 04/06/2021

Form 1040 Two Year Comparison Report - Page 2 2019 & 2020
Name Taxpayer Identification Number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
2019 2020 Differences
43. Taxable income from 2YR page 1, line 42 . . . . . . . . . . . . . . . . . 43. 102,173 73,140 -29,033
44. Tax on taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44. 14,195 8,380 -5,815
45. Alternative minimum tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45.
46. Excess advance premium tax credit . . . . . . . . . . . . . . . . . . . . . . . 46.
47. Child care credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47. 392 1,200 808
48. Education credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48.
T 49. Retirement savings credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49.
a 50. Child & other dependent tax credit . . . . . . . . . . . . . . . . . . . . . . . . 50. 4,000 4,000
x 51. General business credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.
52. Other credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.
C 53. Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53. 4,392 5,200 808
o 54. Net tax liability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54. 9,803 3,180 -6,623
m 55. Self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55. 445 5,626 5,181
p 56. Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56.
u 57. Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57. 10,248 8,806 -1,442
t 58. Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58. 12,579 4,309 -8,270
a 59. Estimated tax payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59. 7,500 7,500
t 60. Earned income credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60.
i 61. Additional Child tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61.
o 62. Other refundable tax credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62.
n 63. Other payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63.
64. Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64. 12,579 11,809 -770
65. Tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65. -2,331 -3,003 -672
66. Penalties and interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66.
67. Net tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67. -2,331 -3,003 -672
68. Refund applied to estimated tax payments . . . . . . . . . . . . . . . . 68. 2,331 -2,331
69. Refund received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69. -3,003 -3,003
70. Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70. 10.0 % 12.0 %
Two Year Comparison - Tax Reconciliation Marginal Tax Rates

2019 2019 Marginal 2020 2020 Marginal

Taxable Income Tax Rate Taxable Income Tax Rate
Ordinary income . . . . 102,173 22.0 % 73,140 12.0 %
Capital income . . . . . . % %
Capital - Sec. 1250 . % %
Capital - Sec. 1202 . % %
MCDANIELBRA 04/06/2021

Form 1040 Two Year Comparison Report - Schedule C 2019 & 2020
Name Taxpayer identification number
LINDSAY B MCDANIEL 637-20-7797
Principal business or profession Unit
ADMINISTRATION 1
Income 2019 2020 Differences
1. Gross receipts or sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 4,550 40,325 35,775
2. Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Gross profit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 4,550 40,325 35,775
5. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 4,550 40,325 35,775
Expenses
7. Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Car and truck expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 207 207
9. Commissions and fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 104 -104
10. Contract labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Depreciation and section 179 expense deduction . . . . . . . . . . . . . . . 12. 920 -920
13. Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Insurance (other than health) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
15. Interest - mortgage (paid to banks, etc.) . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Interest - other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Legal and professional services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 100 100
18. Office expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Pension and profit-sharing plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Rent or lease - vehicles, machinery, and equipment . . . . . . . . . . . . . 20.
21. Rent or lease - other business property . . . . . . . . . . . . . . . . . . . . . . . . . 21.
22. Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Supplies (not included in cost of goods sold) . . . . . . . . . . . . . . . . . . . . 23.
24. Taxes and licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
25. Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.
26. Total meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
26a. Nondeductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . 26a.
26b. Deductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26b.
27. Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Wages (less employment credits) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
29. Other expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29. 275 200 -75
30. Total expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 1,399 507 -892
Profit/ (loss)
31. Tentative profit (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 3,151 39,818 36,667
32. Expenses for business use of home . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.
33. Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 3,151 39,818 36,667
Cost of Goods Sold
34. Inventory - Beginning of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.
35. Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
36. Labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36.
37. Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37.
38. Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.
39. Goods available for sale (sum of lines 34-38) . . . . . . . . . . . . . . . . 39.
40. Inventory - End of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40.
MCDANIELBRA 04/06/2021

Form 1040 Reconciliation Worksheet - Taxable Income & Tax 2020

Name Taxpayer Identification Number
BRANDEN A & LINDSAY B MCDANIEL 442-98-6100

Tax brackets are rates applied to specific levels of taxable income. Various rates apply to different portions of the total taxable income. Type of income,
further determines the rate applied. Marginal Tax Rate is the tax paid on the highest level of taxable income. This worksheet details how tax is calculated on
ordinary income and capital gain income, the percentage of taxable income, marginal tax rate and the tax method used.

Filing Status Married filing jointly Tax Pct Total Tax (ln 27) divided Total Taxable Income (ln 19) 11.0 %
Tax Method Tax tables
Tax using ordinary and capital gains rates exceeds tax using only ordinary rates. Taxable income is taxed only using ordinary rates:
Tax using capital gains rates Tax using Ordinary rates Tax savings

Marginal Amount of Income

Taxable Amount Tax Rate Tax on Taxable Income Marginal Tax Rate - Income Range to Next Tax Bracket
Ordinary Income . . . . 73,140 12.0 % 8,380 $19,750 - $80,250 7,110
Capital Income . . . . . . %
Capital Income - 1250 . %
Capital Income - 1202 . %

*Tax on taxable ordinary income under $100,000 is determined using IRS Tax Tables that impose the same amount of tax on taxable income within $50
intervals. Therefore, the column (b) Tax may not be calculated as column (a) times the applicable line tax rate.

Income taxed at ordinary rates (a) Taxable Income (b) Tax*

1. 10% rate . . . Maximum
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $19,750
....................................... 1a. 19,750 1b. 1,978
2. 12% rate . . . Maximum
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $60,500
....................................... 2a. 53,390 2b. 6,402
3. 22% rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a. 3b.
4. 24% rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4a. 4b.
5. 32% rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a. 5b.
6. 35% rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a. 6b.
7. 37% rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a. 7b.
8. Total ordinary taxable income and ordinary tax. Add lines 1 through 7 . . . . . . . . . . . . 8a. 73,140 8b. 8,380
Income taxed at capital gains rates
9. 0% capital gains rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a. 9b.
10. 15% capital gains rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a. 10b.
11. 20% capital gains rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a. 11b.
12. 25% capital gains rate . . . . . . . . . . . . . . . . . . Unrecaptured
. . . . . . . . . . . .Section
. . . . . .1250
. . . . Gain
........................ 12a. 12b.
13. 28% capital gains rate . . . . . . . . . . . . . . . . . . Small business stock, collectibles
.............................................. 13a. 13b.
14. Total taxable capital gains and capital gains tax. Add lines 9 through 13 14a. 14b.

Total taxable income

15. Total ordinary taxable income. Enter the amount from line 8a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 73,140
16. Total capital gains taxable income. Enter the amount from line 14a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Add lines 15 and 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 73,140
18. Enter the net foreign exclusion amount from the Foreign Earned Income Tax Worksheet, line 2c. . . . . . . . . . . . . . . . . . . . . . 18.
19. Taxable income reported on 1040, line 11b, (1040NR, line 41, or 1040NR-EZ, line 14). Subtract line 18 from line 17. . 19. 73,140
Total tax
20. Total ordinary tax. Enter the amount from line 8b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 8,380
21. Total capital gains tax. Enter the amount from line 14b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
22. Tax on child's interest and dividend. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Tax on lump-sum distribution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Other taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
25. Add lines 20 through 24. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 8,380
26. Enter the tax allocated to the net exclusion amount from the Foreign Earned Income Tax Worksheet, line 5. . . . . . . . . . . 26.
27. Total tax reported on 1040, line 12b, (1040NR, line 42, or 1040NR-EZ, line 15). Subtract line 26 from line 25. . . . . . . . . 27. 8,380
2020 Form 511-V State of Oklahoma
Individual Income Tax Payment Voucher
Instructions

What is Form 511-V and Do You Have to Use It?

If you have already filed your return, either electronically or by paper, send this voucher with your check or money order
for any balance due on your 2020 Form 511 or 511NR. Using Form 511-V allows us to process your payment more
accurately and efficiently. We strongly encourage you to use Form 511-V, but there is no penalty if you do not.

* Due Date
Generally, your Oklahoma income tax is due April 15th. However:
• If you electronically file your return and pay electronically, your due date is extended until April 20th. Log on to
tax.ok.gov and visit the “Online Services” link to make a payment electronically.
• If the Internal Revenue Code (IRC) of the IRS provides for a later due date, your payment may be made by the later
due date and will be considered timely.
• If the due date falls on a weekend or legal holiday when OTC offices are closed, your payment is due the next
business day.

How To Prepare Your Payment

• Remit only one check or money order per voucher.
• Make your check or money order payable to the “Oklahoma Tax Commission”. Do not send cash.
• Make sure your name and address appear on your check or money order.

How To Send In Your 2020 Tax Payment, and Form 511-V

• Cut Form 511-V along the dotted line and submit the bottom portion of the Individual Income Tax Payment Voucher.
• Do not staple or otherwise attach your payment to Form 511-V. Instead, just put them loose in the envelope.
• Do not include a copy of your income tax return. To use this form, your income tax return (either paper or
electronic) should already be filed with the Oklahoma Tax Commission.
• Mail your 2020 tax payment and Form 511-V to:
Oklahoma Tax Commission
PO Box 26890
Oklahoma City, OK 73126-0890

• Do not fold, staple, or paper clip Detach Here and Return Voucher with Payment
CUT HERE
• Do not tear or cut below line

ITI-I
2
FORM

State of Oklahoma
Individual Income Tax Payment Voucher
511-V 0
2
0
Reporting Period Due Date* (Penalty and interest may be assessed
01-01-2020 to 12-31-2020 if payment is not sent by the due date) 04-15-2021
Your first name, middle initial and last name Your Social Security Number (if filing a joint return, enter the SSN shown first
on your return)
BRANDEN A MCDANIEL
If joint return, spouse's first name, middle initial and last name 442-98-6100
LINDSAY B MCDANIEL Spouse's Social Security Number (if filing a joint return)
Mailing address (number and street, including apartment number, rural route or PO Box) 637-20-7797
1239 W RANCHO DRIVE Daytime phone number (optional)
City, State, ZIP

MUSTANG OK 73064 Do not enclose a copy of your Oklahoma tax return.

Oklahoma Tax Commission Balance Due $ 2,590

PO Box 26890
Oklahoma City, OK 73126-0890 Amount of Payment $ 2,590
1022
 Form 511
2020
Oklahoma Resident Income Tax Return
Spouse’s Social Security Number AMENDED RETURN!
Your Social Security Number Place an ‘X’ in this
(joint return only) Place an ‘X’ in this Place an ‘X’ in this if
box if this taxpayer box if this taxpayer this is an amended 511. See
442-98-6100 is deceased 637-20-7797 is deceased Schedule 511-I. 

Name and Address - Please Print or Type

Your first name Middle initial Last name If a joint return, spouse's first name Middle initial Last name

BRANDEN A MCDANIEL LINDSAY B MCDANIEL

Mailing address (number and street, including apartment number, rural route or PO box) City State ZIP

1239 W RANCHO DRIVE MUSTANG OK 73064

* Note: If claiming Special Exemption, see instructions on page 9 of 511 Packet.
1 Single Regular * Special Blind

Yourself + + = (a)
2 X Married filing joint return (even if only one had income) X 1

Exemptions
Spouse + + = (b)
3 Married filing separate X 1
Filing Status

(If spouse is also filing, list name and SSN in the boxes) (c)
Number of dependents =
Name SSN 2
Add the Totals from boxes (a), (b) and (c).
Enter the TOTAL here: = 4
4 Head of household with qualifying person Note: If you may be claimed as a dependent on another return, enter “0” in the
Total box for your regular exemption.

5 Qualifying widow(er) with dependent child

• Please list the year spouse died in box at right: Age 65 or Over? (Please see instructions) Yourself Spouse

PART ONE: TO ARRIVE AT OKLAHOMA ADJUSTED GROSS INCOME Round to Nearest Whole Dollar

1 Federal adjusted gross income (from Federal 1040 or 1040-SR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 105,341 00

2 Oklahoma Subtractions (provide Schedule 511-A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 00
3 Line 1 minus line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 105,341 00
4 Out-of-state income, except wages. Describe (4a)
(Provide Federal schedule with detailed description; see instructions) . 4b 00
5 Line 3 minus line 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 105,341 00
6 Oklahoma Additions (provide Schedule 511-B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 00
7 Oklahoma adjusted gross income (line 5 plus line 6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 105,341 00
(If line 7 is different than line 1, provide a copy of your Federal return.)
PART TWO: OKLAHOMA TAXABLE INCOME, TAX AND CREDITS
8 Oklahoma Adjustments (provide Schedule 511-C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 00
9 Oklahoma income after adjustments (line 7 minus line 8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 105,341 00
STOP AND READ: If line 4b is zero, complete lines 10-11. If line 4b is more than zero, see Schedule 511-E and do not complete lines 10-11.
10 Oklahoma itemized deductions (from Schedule 511-D, line 11) or Oklahoma standard deduction
(Single or Married Filing Separate: $6,350 • Married Filing Joint or Qualifying Widow(er): $12,700 •
Head of Household: $9,350) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 12,700 00
11 Exemptions: Enter the total number of exemptions claimed above . . . . . . . . . . . . . 4 X $1,000 . . . . . . . . . .
11 4,000 00
12 Total deductions and exemptions (add lines 10 and 11 or amount from Sch. 511-E, line 5) . . . . . . . . . . . . . . . . . . . . . . . . 12 16,700 00
13 Oklahoma Taxable Income (line 9 minus line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 88,641 00
14 (a) Oklahoma Income Tax from Tax Table (see pages 20-31 of instructions) or if using Farm Income Averaging,
enter tax from Form 573, line 22 and enter a “1” in box on line 14 . . . . . . . . . . . . . . . . . . . . .
(b) If paying the Health Savings Account additional 10% tax, add additional tax here 4,076 00 14a
and enter a “2” in box on line 14. If recapturing the Oklahoma Affordable Housing
Tax Credit, add recaptured credit here and enter a “3” in box on line 14. If making
an Oklahoma installment payment pursuant to IRC Section 965(h) and 68 O.S. Sec.
2368(K), add the installment payment here and enter a “4” in the box on line 14 . . . . . . . . 00 14b
Oklahoma Income Tax (line 14a plus line 14b .................................................. 14 4,076 00
STOP AND READ: If line 7 is equal to or larger than line 1, complete lines 15 and 16. If line 7 is smaller than line 1, complete Schedules 511-F and 511-G.
15 Oklahoma child care/child tax credit (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 00
16 Oklahoma earned income credit (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 00
17 Credit for taxes paid to another state (provide Form 511TX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 00
18 Form 511CR - Other Credits Form. List 511CR line number claimed here: . . . . . . . . . . . . . . . . . . . . . . . . . . 18 00
19 Income Tax (line 14 minus lines 15-18) Do not enter less than zero . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 4,076 00
DO NOT PAY THIS AMOUNT. PAYMENT IS FIGURED ON LINE 43.

1022
 2020 Form 511 - Resident Income Tax Return - Page 2
The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law.

Name(s) shown Your Social

on Form 511: BRANDEN A & LINDSAY B MCDANIEL Security Number: 442-98-6100
PART THREE: TAX, CREDITS AND PAYMENTS
20 Total from line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 4,076 00
21 Use tax due on Internet, mail order, or other out-of-state purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 0 00
(For use tax table, see page 14 of the Packet) If you certify that no use tax is due, place an ‘X’ here:
X
22 Balance (add lines 20 and 21) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 4,076 00
23 Oklahoma withholding (provide all W-2s, 1099s or other withholding statements) 23 1,624 00
24 2020 estimated tax payments . . . . (qualified farmer ) ........... 24 00
25 2020 payment with extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 00
26 Low Income Property Tax Credit (provide Form 538-H) . . . . . . . . . . . . . . . . . . 26 00
27 Sales Tax Relief Credit (provide Form 538-S) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 00
28 Natural Disaster Tax Credit (provide Form 576) .......................... 28 00
29 Credits from Form . . . . . . . . . . . . . . . . . . . . . . a) 577 ... b) 578 29 00
30 Amount paid with original return plus additional paid after it was filed
(amended return only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 00
31 Payments and credits (add lines 23-30) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 1,624 00
32 Overpayment, if any, as shown on original return and/or prior amended return(s) or
as previously adjusted by Oklahoma (amended return only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 00
33 Total payments and credits (line 31 minus 32) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 1,624 00
PART FOUR: REFUND
34 If line 33 is more than line 22, subtract line 22 from line 33. This is your overpayment ...................... 34 00
35 Amount of line 34 to be applied to 2021 estimated tax (original return only)
(For further information regarding estimated tax, see page 5 of the 511 Packet.) . . . . 35 00
Schedule 511-H provides you with the opportunity to make a financial gift from your refund to a variety of Oklahoma
organizations. Please place the line number of the organization from Schedule 511-H in the box below. If you give to
more than one organization, put a “99” in the box. Provide Schedule 511-H

36 Donations from your refund (total from Schedule 511-H) . . . . . . . . . . . . . . . . . 36 00

37 Total deductions from refund (add lines 35 and 36) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 00
38 Amount to be refunded to you (line 34 minus line 37) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 00
Direct Deposit Note: Is this refund going to or through an account that is located outside of the United States? Yes No
Verify your account and routing numbers Deposit my refund in my:
are correct. If your direct deposit fails Routing
to process or you do not choose direct checking account Number:
deposit, you will receive a debit card.
See the 511 Packet for direct deposit and Account
debit card information. savings account Number:

PART FIVE: AMOUNT YOU OWE

39 If line 22 is more than line 33, subtract line 33 from line 22. This is your tax due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 2,452 00
40 a) Donation: Support the Oklahoma General Revenue Fund (original return only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40a 00
b) Donation: Public School Classroom Support Fund (original return only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40b 00
41 Underpayment of estimated tax interest (annualized installment method . . . . . . . . . . . . . . . . . . . . . . . . . . . ) 41 138 00
(If you have an underpayment of estimated tax (line 41) & overpayment (line 34), see instructions.)
42 For delinquent payment add penalty of 5% . . . . . . . . . . . . . . . . . . . . . . . . . $
plus interest of 1.25% per month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 42 0 00
43 Total tax, donation, penalty and interest (add lines 39-42) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 2,590 00
Place an ‘X’ in this box if the Oklahoma Tax Commission
Under penalty of perjury, I declare the information contained in this document, and all
may discuss this return with your tax preparer . . . . . . . .
attachments and schedules, is true and correct to the best of my knowledge and belief.
X
Taxpayer's signature Date Spouse's signature Date Paid Preparer's signature Date
Gary D. Davis 04/06/21
Paid Preparer’s address and phone number 817-605-7277
Taxpayer's Spouse's
occupation occupation Gary D. Davis, CPA, PC
SALES REPRESENTATIVE DIVISION ORDER TECHNIC 6400 Pleasant Run Rd
Daytime Phone Daytime Phone
(optional) (optional) Colleyville TX 76034
Paid Preparer’s PTIN
P01274278
Do not staple documentation to this form. To attach items, please use a paper clip.
Mailing Address for this form: P.O. Box 26800, Oklahoma City, OK 73126-0800
1022
MCDANIELBRA 04/06/2021

State of Oklahoma
Underpayment of Estimated Tax Worksheet

FORM
Name as shown on return SSN or FEIN 2
BRANDEN A MCDANIEL 442-98-6100 OW-8-P 02
0
Section One: Annualized Method
Check the box to the left if you are using the annualized income installment method. If your income varied during the year because, for
example, you operated your business on a seasonal basis, you may be able to lower or eliminate the amount of one or more required
installments by using the annualized income installment method. If you checked the box, you must complete and enclose with your return this form and
Form OW-8-P-SUP-I for individuals or OW-8-P-SUP-C for corporations and trusts. These forms can be obtained from our website at tax.ok.gov.
Section Two: Worksheet
Part 1: Required Annual Payment
1. Income tax shown on your current year's tax return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 4,076
2. Oklahoma credits (refundable and nonrefundable) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3. Oklahoma tax liability. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4,076
If less than $1,000 stop here; you do not owe the interest.
4. Multiply line 3 by 70% (0.70) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 2,853
5. Withholding taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 1,624
Do not include any estimated tax payments on this line.
6. Subtract line 5 from line 3 ................................................................... 6 2,452
If less than $500 stop here; you do not owe the interest.
7. Tax liability shown on your previous year's tax return ........................................ 7 5,168
Previous year's return must be for 12 months. If you were not required to file an
income tax return for the previous tax year stop here; you do not owe the interest.
8. Required annual payment. Enter the smaller of line 4 or line 7 ............................... 8 2,853
Note: If line 5 is equal to or more than line 8 stop here; you do not owe the interest.
Due Date of Installments*
Part 2: Figure Your Underpayment Column A Column B Column C Column D
July 15th June 15th Sept. 15th Jan. 15th
First Quarter Second Quarter Third Quarter Fourth Quarter
9. Required annual payment . . . . . . . . . . . . . . . . . . . . . . . . 9 713 713 713 714
Enter 1/4 of line 8 in each column unless you have checked the box in Section 1.
If checked, enter the amounts from Form OW-8-P-SUP-I or OW-8-P-SUP-C.

10. a. Tax withheld (see instructions) . . . . . . . . . . . . . . . 10a 406 406 406 406
b. Estimated tax paid (see instructions) . . . . . . . . . 10b
c. Add lines 10a and 10b . . . . . . . . . . . . . . . . . . . . . . . 10c 406 406 406 406
If line 10c is equal to or more than line 9 for all payment periods
stop here; you do not owe the interest.

Complete lines 11 - 17 of one column before continuing...

11. Enter amount, if any, from line 17 of previous column . . 11
12. Add lines 10c and 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 406 406 406
13. Add amounts on lines 15 and 16 of the previous column . . . . . 13 307 614 921
14. For Column A only, enter the amount from line 10c . . . . 14 406 99 0 0
For Columns B, C, and D, subtract line 13 from line 12.
If zero or less, enter 0.
15. If the amount on line 14 is zero, subtract line 12 from
line 13. Otherwise, enter 0 . . . . . . . . . . . . . . . . . . . . . . . . . . 15 0 208
16. Underpayment. If line 9 is equal to or more than line 14,
subtract line 14 from 9. Then go to line 11 of next column. .... 16 307 614 713 714
17. Overpayment. If line 14 is equal to or more than line 9,
subtract line 9 from 14. Then go to line 11 of next column. .... 17
Complete lines 18 and 19 after completion of Part 3...
18. Interest due for each quarter (from Part 3) . . . . . . . 18
19. Total Interest. Add line 18, Columns A, B, C and D . . . . 19 138
*If the due date falls on a weekend or holiday, adjust the due date to the next business day. Also, adjust the quarterly due date as needed for fis-
cal year taxpayers. In accordance with the federal income tax filing date extension for the 2020 tax year, the April 15th First Quarter due date
was extended to July 15th. SEE OW-8-P WORKSHEET
Line 10: You are considered to have paid one-fourth of your withholding on each payment due date unless you can show otherwise. Estimated tax must be
entered in the quarter in which it was paid (ie. Column A, payments made by 7/15; Column B, payments made 4/16 through 6/15; Column C, payments made
6/16 through 9/15; and Column D, payments made 9/16 through 1/15 of the following year). Payments made after the due date of the fourth quarter estimate shall
not be included on this line as an estimated tax payment, but shall be used in the underpayment worksheet as a prepayment of tax (see instructions for Part 3).
Include in the first quarter any overpayment of tax from your previous tax year's return that you elected to apply to this year's estimated tax.
Line 19: Enter total interest here and on your income tax return.
1022
MCDANIELBRA 04/06/2021

Form OW-8-P Oklahoma Underpayment of Estimated Tax Worksheet 2020

Name Taxpayer Identification Number

BRANDEN A & LINDSAY B MCDANIEL 442-98-6100

1st Quarter 2nd Quarter 3rd Quarter 4th Quarter
Due date of estimated payment 07/15/20 06/15/20 09/15/20 01/15/21
Amount of underpayment 307 614 713 714
2019 overpayment applied
Withholding/refundable credits 406 406 406 406
Other payments
1st Payment 2nd Payment 3rd Payment 4th Payment 5th Payment
Date of payment
Amt of pmt

Qtr. . From To Underpayment #Days Rate % Penalty

--- ---------- ---------- -------------- ----- ------- -------------
1 7/15/20 9/15/20 307 62 20.00 10
2 6/15/20 7/15/20 614 30 20.00 10
2 7/15/20 9/15/20 208 62 20.00 7
2 9/15/20 12/31/20 109 107 20.00 6
2 12/31/20 1/15/21 109 15 20.00 1
3 9/15/20 12/31/20 713 107 20.00 42
3 12/31/20 1/15/21 713 15 20.00 6
3 1/15/21 4/15/21 416 90 20.00 21
4 1/15/21 4/15/21 714 90 20.00 35
--- ---------- ---------- -------------- ----- ------- -------------
Total Penalty 138
============
 BRANDEN A & LINDSAY B MCDANIEL 442-98-6100
State of Oklahoma
2020 Individual W-2 Data Sheet

FORM
This form must be attached as a schedule to the return without cutting into separate W-2s. It should be
attached as the last page of the return. If you have more than 3 W-2s, please use as many copies of this
form as needed to include all W-2s.
511W
NOTE: Only send Form 511W with your return. DO NOT send your W-2s. Original W-2s must be kept with the taxpayer’s copy of return.
W-2 Data First Employer
A) Employee’s social security number For State, City, or Local Tax Department 1) Wages, tips, and other income 2) Federal income tax withheld
637-20-7797 9,389 846
C) Employer's name, address, and ZIP B) Employer ID number 3) Social security wages 4) Social security tax withheld
73-1577174 9,389 582
D) Control number 5) Medicare wages and tips 6) Medicare tax withheld
DEVON ENERGY PRODUCTION CO LP 09922991 9,389 136
PO BOX 108838 7) Social security tips 8) Allocated tips 9)
OKLAHOMA CITY OK 73101-8838
E) Employee’s first, initial, and last name 10) Dependent care benefits 11) Nonqualified plans 13) Statutory Retirement 3rd party
empl. plan sick
pay
LINDSAY B MCDANIEL 12a) Code - See instructions for box 12 12b) Code 14) Other
1239 W RANCHO DRIVE
MUSTANG OK 73064 12c) Code 12d) Code
F) Employee’s address and ZIP
15) State Employer’s state ID number 16) State wages, tips, etc. 17) State income tax 18) Local wages, tips, etc. 19) Local income tax 20) Locality name
OK 731577174000 9,389 317

W-2 Data Second Employer

A) Employee’s social security number For State, City, or Local Tax Department 1) Wages, tips, and other income 2) Federal income tax withheld
442-98-6100 42,439 2,860
C) Employer's name, address, and ZIP B) Employer ID number 3) Social security wages 4) Social security tax withheld
74-2786267 45,296 2,808
D) Control number 5) Medicare wages and tips 6) Medicare tax withheld
RUSH ADMINISTRATIVE SERVICES 45,296 657
555 IH 35 SOUTH SUITE 7) Social security tips 8) Allocated tips 9)
NEW BRAUNFELS TX 78130
E) Employee’s first, initial, and last name 10) Dependent care benefits 11) Nonqualified plans 13)Statutory Retirement 3rd party
empl. plan X sick
pay
BRANDEN A MCDANIEL 12a) Code - See instructions for box 12 12b) Code 14) Other
1239 W RANCHO DRIVE D 2,858 DD 22,522
MUSTANG OK 73064 12c) Code 12d) Code
F) Employee’s address and ZIP
15) State Employer’s state ID number 16) State wages, tips, etc. 17) State income tax 18) Local wages, tips, etc. 19) Local income tax 20) Locality name
OK WTH-10068065-03 42,439 1,137

W-2 Data Third Employer

A) Employee’s social security number For State, City, or Local Tax Department 1) Wages, tips, and other income 2) Federal income tax withheld
637-20-7797 16,412 603
C) Employer's name, address, and ZIP B) Employer ID number 3) Social security wages 4) Social security tax withheld
73-1206037 16,412 1,018
D) Control number 5) Medicare wages and tips 6) Medicare tax withheld
MUSTANG DEVELOPERS ASSOCIATION I 16,412 238
1452 N MUSTANG ROAD 7) Social security tips 8) Allocated tips 9)
MUSTANG OK 73064
E) Employee’s first, initial, and last name 10) Dependent care benefits 11) Nonqualified plans 13)Statutory Retirement 3rd party
empl. plan sick
pay
LINDSAY B MCDANIEL 12a) Code - See instructions for box 12 12b) Code 14) Other
1239 W RANCHO DRIVE
MUSTANG OK 73064 12c) Code 12d) Code
F) Employee’s address and ZIP
15) State Employer’s state ID number 16) State wages, tips, etc. 17) State income tax 18) Local wages, tips, etc. 19) Local income tax 20) Locality name
OK 16,412 170

1022
MCDANIELBRA 04/06/2021

Form OK-511 Oklahoma Two Year Comparison Report 2019 & 2020
Name Taxpayer Identification Number

BRANDEN A & LINDSAY B MCDANIEL 442-98-6100

2019 2020 Differences
1. Federal adjusted gross income . . . . . . . . . . . . . . . . . . . . . 1. 127,164 105,341 -21,823
Income

2. Subtractions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Out of state income, except wages . . . . . . . . . . . . . . . . . . 3.
4. Additions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Adjusted gross income 5. 127,164 105,341 -21,823
6. Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
Adjust

7. Income after adjustments . . . . . . . . . . . . . . . . . . . . . . . . 7. 127,164 105,341 -21,823

8. Deductions and exemptions . . . . . . . . . . . . . . . . . . . . . . . . 8. 16,700 16,700
9. Taxable income 9. 110,464 88,641 -21,823
10. Income tax before credits . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 5,168 4,076 -1,092
11. Child care/tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Earned income credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Credit for tax paid to other states . . . . . . . . . . . . . . . . . . . 13.
14. Other credits from Form 511CR . . . . . . . . . . . . . . . . . . . . . 14.
15. Low income property tax credit from Form 538-H . . . . 15.
16. Sales tax relief credit from Form 538-S . . . . . . . . . . . . . 16.
Tax Computation

17. Disaster tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17.

18. Credits from Forms 577 and 578 . . . . . . . . . . . . . . . . . . . . 18.
19. Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Use tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.
21. Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21. 4,208 1,624 -2,584
22. Estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Other payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 4,208 1,624 -2,584
25. Tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 960 2,452 1,492
26. Penalties and interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26. 138 138
27. Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Overpayment applied to next year's tax . . . . . . . . . . . . . 28.
29. Net tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29. 960 2,590 1,630
30. Effective tax rate 30. 5 % 5 %